Filter Results
Preston
Filter Results
Preston
Showing 1 to 5 of 5 CPAs in Preston, Connecticut
K
Karen Lanigan
Certified Public Accountant
Verified Licensed
Location Preston, Connecticut 06365
Karen Lanigan is a certified public accountant based in Preston, Connecticut. With over 15 years of experience, she provides expert services in basic accounting, tax compliance, and business tax services. Specializing in small and medium-sized businesses, as well as family-owned enterprises, her expertise includes retirement account tax reporting, bookkeeping, and financial statement compilation.
T
Thao Rosen
Certified Public Accountant
Verified Licensed
Location Preston, Connecticut 06365
Based in Preston, Connecticut, Thao Rosen is a certified public accountant with over 10 years of experience. Her expertise lies in providing basic accounting services, small business accounting, and individual tax services to a diverse client base that includes individuals and families, as well as family-owned enterprises. Specializing in sales tax compliance and retirement account tax reporting, Rosen helps her clients navigate complex tax regulations and ensure accurate financial reporting. With a strong foundation in accounting principles and tax laws, Rosen delivers precise and reliable services to her clients.
J
John Moulson
Certified Public Accountant
Verified Licensed
Location Preston, Connecticut 06365
Based in Preston, Connecticut, John Moulson is a certified public accountant with over 15 years of experience providing tailored financial services to entrepreneurs and small to medium-sized businesses. He specializes in basic accounting services, financial planning, and tax compliance, offering expert guidance in these areas to help clients navigate complex financial situations. Notably, John represents clients before the IRS, providing advocacy and support in resolving tax disputes and ensuring compliance with federal regulations.
JH
Janet H. Davis
Certified Public Accountant
Verified Licensed
Location Preston, Connecticut 06365
Janet H. Davis is a certified public accountant based in Preston, Connecticut, with over 15 years of experience. She provides general accounting and advisory services, as well as IRS representation, to clients including family-owned enterprises and small to medium-sized businesses. Specializing in basic accounting services, business tax services, and financial planning, Davis helps her clients navigate complex financial situations and achieve their goals.
JA
John A. Moulson
Certified Public Accountant
Verified Licensed
Location Preston, Connecticut 06365
Based in Preston, Connecticut, John A. Moulson provides personalized financial guidance to family-owned enterprises and entrepreneurs in the startup phase. With over 15 years of experience, his expertise spans basic accounting services, tax compliance, and financial planning. His services include payroll processing and compliance, ensuring businesses meet all necessary regulations and deadlines.

Connecticut's established CPA market serves a wealthy population and strong financial services sector. The Connecticut State Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 40 hours of continuing professional education annually, including 2 hours of ethics and technical updates in accounting or auditing.

Key Tax Considerations: Connecticut has graduated individual income tax rates up to 6.99% and a corporate business tax. CPAs commonly handle complex estate planning for high-net-worth individuals, trust taxation, multi-state tax issues due to proximity to New York, and sophisticated investment taxation. The state's high property taxes and estate tax (one of few states with its own) create significant planning opportunities.

Industry Specializations: Insurance and financial services (especially in Hartford), aerospace and defense manufacturing, pharmaceuticals and biotechnology, hedge funds and private equity, and professional services are primary focus areas. Many CPAs specialize in executive compensation, qualified small business stock (QSBS) planning, and complex estate and trust administration.

For CPA Professionals: The Connecticut Society of CPAs provides extensive resources across the state. Major markets include Hartford, Stamford/Greenwich (NYC suburbs), New Haven, and Fairfield County. The state offers proximity to New York City opportunities while maintaining distinct identity. High cost of living is offset by strong compensation, particularly in Fairfield County financial services roles.